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STOCK COMPARISON

Take-Two Interactive Software vs NetEase: Fair Value & Quality

Both stocks run through our valuation models. Here is how Take-Two Interactive Software (TTWO) and NetEase (NTES) compare, as of Aug 8, 2026.

As of Aug 8, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Take-Two Interactive Software trades at $232 versus a fair value of $60.45 (-74%), while NetEase trades at $130 versus $171 (+31%).
Take-Two Interactive Software
TTWO · USD · Communication Services
-74%
upside to fair value
overvalued
Price$232
Fair Value$60.45
Quality52/100
NetEase
NTES · USD · Communication Services
+31%
upside to fair value
undervalued
Price$130
Fair Value$171
Quality73/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Take-Two Interactive SoftwareNetEase
Valuation
P/E (TTM)16.1×
6.78×P/S (TTM)4.76×
12.86×P/B3.39×
58.5×EV/EBITDA12.3×
3.40×PEG1.33×
Dividend yield2.4%
Dividend per share$4.18
Profitability
-4%Net margin30%
2%Operating margin41%
-11%Return on equity22%
-1%Return on assets11%
Growth
6%Revenue growth (YoY)6%
7.6%Avg. growth/yr (3Y)5.3%
14.6%Avg. growth/yr (5Y)8.9%
Balance & size
0.71×Debt / equity0.00×
$45BMarket cap$81B
mixedGrowth qualityhealthy

NetEase leads: 2 to 9 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Take-Two Interactive Softwareof which business quality 55 · market factors 53 NetEaseof which business quality 79 · market factors 52
ProfitabilityMargins and returns on capital today
25
71
Quality GrowthAre margins and returns improving?
85
53
CashflowEarnings quality: real cash, not paper profit
49
91
Fin. StrengthBalance sheet, leverage, solvency risk
67
95
InvestmentDisciplined investing over empire-building
99
63
Low VolatilityCalm price path (market factor)
64
69
MomentumPrice trend over the last 3–12 months (market factor)
49
46
52W MomentumDistance to the 52-week high (market factor)
48
43
Net IssuanceBuybacks instead of dilution
26
89

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Take-Two Interactive Software

DCF Models$69.41
Dividend Discount$10.25
Multiples$47.95
Asset-Based$12.67
Growth DCF$51.89

13 of 13 models see the stock below the current price.

NetEase

DCF Models$396
Earnings-Based$260
Dividend Discount$74.24
Multiples$161
Asset-Based$33.72
Growth DCF$344
Economic Profit$138
Growth Earnings$329

7 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Take-Two Interactive Software
Bear $29.83Fair Value $60.45Bull $77.46
$232 = current price (white tick)
NetEase
Bear $128Fair Value $171Bull $295
$130 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Take-Two Interactive Software · Communication Services

Quality score52 · above median
Fair value upside-74% · bottom 25%

NetEase · Communication Services

Quality score73 · Top 25%
Fair value upside+31% · above median

Bottom line

As of Aug 8, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Take-Two Interactive Software trades at $232 versus a fair value of $60.45 (-74%), while NetEase trades at $130 versus $171 (+31%).

NetEase has the higher quality score (73/100).

See the full analysis →

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.